2021-05-12T17:41:18-05:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2019-07-01 060646661 THE GUNNERY INC GUNN 8608687334 99 GREEN HILL ROAD WASHINGTON CT 06793 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 8608687334 2021-05-07 1 LAURA J KENNEY P00202198 6177170831 2021-05-07 2019 2022-09-23 18:48:47Z PETER W E BECKER 99 GREEN HILL ROAD WASHINGTON CT 06793 29948574 0 X WWW.FREDERICKGUNN.ORG X 1920 CT TO PROVIDE STUDENTS WITH A SECONDARY EDUCATION IN AN ATMOSPHERE CONDUCIVE TO LEARNING AND SOCIAL INTERACTION WITH OTHERS. 28 27 145 60 7047 0 5741217 4226399 19044402 19252083 607097 234491 36165 125643 25428881 23838616 6796942 6319847 0 0 8980804 9900942 0 0 1446564 8533352 7788419 24311098 24009208 1117783 -170592 76882406 83032408 16205716 22401257 60676690 60631151 X IN 1850 FREDERICK GUNN ESTABLISHED A SCHOOL BASED ON THE BELIEF THAT STRENGTH OF CHARACTER WAS THE GOAL OF EDUCATION. TODAY, THE GUNNERY RESTS ON THE FOUR CORNERSTONES OF CHARACTER: SCHOLARSHIP, INTEGRITY, RESPECT AND RESPONSIBILITY. CHARACTER IS FORGED IN A COHESIVE, DIVERSE COMMUNITY INFORMED BY A CHALLENGING COLLEGE PREPARATORY CURRICULUM, A BROAD RANGE OF ATHLETIC, ARTISTIC AND SOCIAL ACTIVITIES AND A FACULTY OF SCHOLARS AND COMMITTED EDUCATORS DEDICATED TO THE INTELLECTUAL AND ETHICAL DEVELOPMENT OF EVERY STUDENT. A GUNNERY GRADUATE IS A BROADLY EDUCATED, SOCIALLY RESPONSIBLE CITIZEN WITH TESTED BELIEFS, STRENGTH OF CHARACTER AND THE COURAGE TO ACT ON CONVICTIONS. 0 0 18849346 6319847 19287230 THE PROGRAM SERVICE ACTIVITIES PROVIDED BY THE SCHOOL ARE THOSE ASSOCIATED WITH COLLEGE PREPARATORY INSTITUTIONS. THESE ACTIVITIES INCLUDE PROVIDING STUDENTS A SECONDARY EDUCATION, DORMITORY SERVICES AND A SCHOOL STORE. 18849346 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 71 0 1 145 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X CHRISTOPHER COWELL 8608687334 99 GREEN HILL RD WASHINGTON CT 06793 PETER WE BECKER HEAD OF SCHOOL 50.00 X X 298859 0 99595 SEAN BROWN CHIEF DEVELOPMENT OFFICER 50.00 X 169028 0 102778 ALEXANDRA INCE DIRECTOR OF ENROLLMENT 50.00 X 100301 0 119602 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 50.00 X 174464 0 30008 SETH LOW ASSOCIATE HEAD OF SCHOOL 50.00 X 101919 0 52498 BRIAN DANIELS DIRECTOR OF TECHNOLOGY 50.00 X 117333 0 24148 ROBYN GIORDANO ASSOCIATE BUSINESS MANAGER 50.00 X 111325 0 19231 MARK SHOWALTER DIRECTOR OF BUILDINGS & GROUNDS 50.00 X 101827 0 17938 STEPHEN BAIRD TRUSTEE 1.00 X 0 0 0 WILLIAM G BARDEL TRUSTEE 1.00 X 0 0 0 PETER BECKER TRUSTEE 1.00 X 0 0 0 ROBERT BELLINGER TRUSTEE 1.00 X 0 0 0 GRAHAM COLE TRUSTEE 1.00 X 0 0 0 SARAH SCHEEL COOK TRUSTEE 1.00 X 0 0 0 JON C DEVEAUX TRUSTEE 1.00 X 0 0 0 PATRICK M DORTON TRUSTEE 1.00 X 0 0 0 GRETCHEN H FARMER TRUSTEE 1.00 X 0 0 0 ASHLEIGH FERNANDEZ TRUSTEE 1.00 X 0 0 0 SUSAN FRAUENHOFER TRUSTEE 1.00 X 0 0 0 ADAM GERRY TRUSTEE 1.00 X 0 0 0 BETH W GLYNN TRUSTEE 1.00 X 0 0 0 PETER R HOULDIN TRUSTEE 1.00 X 0 0 0 SHERMAN HOTCHKISS TRUSTEE 1.00 X 0 0 0 THOMAS R KING TRUSTEE 1.00 X 0 0 0 JONATHAN S LINEN TRUSTEE 1.00 X 0 0 0 LEN NOVICK TRUSTEE 1.00 X 0 0 0 ROY B SIMPSON JR TRUSTEE 1.00 X 0 0 0 OMAR SLOWE TRUSTEE 1.00 X 0 0 0 RICHARD N TAGER TRUSTEE 1.00 X 0 0 0 ROBERT TIRSCHWELL TRUSTEE 1.00 X 0 0 0 WILLIAM T TOLLEY TRUSTEE 1.00 X 0 0 0 NEIL TOWNSEND TRUSTEE 1.00 X 0 0 0 DAN TROIANO TRUSTEE 1.00 X 0 0 0 CYNTHIA URDA KASSIS TRUSTEE 1.00 X 0 0 0 WANJI WALCOTT TRUSTEE 1.00 X 0 0 0 GERRIT VREELAND TRUSTEE 1.00 X 0 0 0 1175056 0 465798 8 0 1 0 O & G INDUSTRIES 112 WALL STREET TORRINGTON CT 06790 CONSTRUCTION 2340048 FLIK-COMPASS GROUP USA PO BOX 417632 BOSTON MA 02205 CAMPUS DINING HALL SERVICES 1773059 THE SLAM COLLABORATIVE PO BOX 12 BRATTLEBORO VT 05302 ARCHITECT 315643 PREFERRED BUILDING MAINTENANCE LLC 40 SOUTH END PLAZA NEW MILFORD CT 06776 CLEANING SERVICE 235199 AGENCY SACK 345 SEVENTH AVE PO BOX 867 NEW YORK NY 10001 CONSULTING SERVICES 115130 5 4226399 340276 4226399 TUITION AND FEES 611110 18949518 18949518 OUTSIDE FACILITY USE 531120 258333 258333 STUDENT ACTIVITIES 611110 44232 44232 19252083 448687 448687 36329 0 36329 36329 36329 5737118 5951314 -214196 -214196 7047 -221243 212811 158644 54167 54167 MISCELLANEOUS INCOME 611110 35147 35147 35147 23838616 19028897 7047 576273 6319847 6319847 855682 126371 342571 386740 6162722 4629096 1110399 423227 535832 373661 104388 57783 1876780 1259934 428299 188547 469926 333647 89286 46993 20769 20769 143359 143359 50250 50250 93632 93632 212270 670 203351 8249 152038 121630 22806 7602 1062705 851845 158145 52715 113844 16560 68945 28339 106493 7076 71248 28169 365458 310099 54819 540 1771379 1417103 265707 88569 284186 241558 42628 FOOD SERVICE 1071815 1071815 SUPPLIES, ACADEMIC, ATH 1055473 971123 39412 44938 REPAIRS AND MAINTENANCE 392357 326617 49305 16435 CUSTODIAL 345687 276550 51853 17284 546704 194144 302126 50434 24009208 18849346 3713298 1446564 4152457 6163770 32517 132983 3238769 1581787 58386 75203 57599 61233 493969 346901 76721708 24882648 45117309 51839060 18608173 16553579 5099434 6209596 23793 68296 76882406 83032408 2737106 1533899 4667626 3117231 7064854 6787890 1736130 9687237 0 1275000 16205716 22401257 X 35732952 43412733 24943738 17218418 60676690 60631151 76882406 83032408 -170592 125054 0 X 0 1 X 1 0 X 4818152 4205697 12354854 5741217 4226399 31346319 4818152 4205697 12354854 5741217 4226399 31346319 3743520 27602799 350960 406636 410103 405416 448687 2021802 7933 7933 33376054 88196074 0.82700 0.93730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23707606 345164 265914 446372 1109137 22763175 23958573 152125 1035229 834639 603682 23707606 23619176 996931 2027338 769500 1915372 23958573 21204188 1087915 3115873 731748 1057052 23619175 21776363 1391421 -528216 796054 639625 21204188 0.38000 0.60600 0.01400 0 0 632618 632618 67407267 19441007 47966260 2336738 1982184 354554 6345085 3459457 2885628 51839060 INVESTMENT PARTNERSHIPS 6209596 F 6209596 LINE OF CREDIT 1275000 1275000 17708835 125054 125054 17583781 93632 6161203 6254835 23838616 17754373 0 17754373 93632 6161203 6254835 24009208 PART V, LINE 4: ENDOWMENT FUNDS WILL BE USED TO PROVIDE SUPPORT FOR THE OPERATION OF THE SCHOOL, INCLUDING INSTRUCTION, PLANT OPERATIONS, SCHOLARSHIPS AND GENERAL PURPOSES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS COST OF GOODS SOLD PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS COST OF GOODS SOLD 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NOTICE OF THE NONDISCRIMINATORY POLICY IS PUBLISHED ANUALLY IN THE HARTFORD COURANT. SCHEDULE E, PART I, LINE 6 DURING FISCAL YEAR ENDED JUNE 30, 2020, THE SCHOOL RECEIVED A PAYCHECK PROTECTION PROGRAM LOAN GRANTED BY THE U.S. DEPARTMENT OF TREASURY THROUGH THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT). GERMANY 0 0 PROGRAM RECRUITING 1600 SPAIN 0 0 PROGRAM RECRUITING 1150 DUBAI 0 0 PROGRAM RECRUITING 1432 JAPAN/VIETNAM/SINGAPORE/THAILAND 0 0 PROGRAM RECRUITING 5742 CHINA 0 0 FUNDRAISING 7098 0 0 0 0 0 0 17022 0 17022 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 SCHOLARSHIP AND FINANCIAL AID 181 6319847 0 BOOK VALUE SCHOLARSHIP AND FINANCIAL ASSISTANCE PART I, LINE 2: SCHOLARSHIPS AND FINANCIAL ASSISTANCE ARE AWARDED IN AN OBJECTIVE AND NONDISCRIMINATORY MANNER. INDIVIDUALS AWARDED ASSISTANCE ARE REQUIRED TO MAINTAIN CERTAIN LEVELS OF ACADEMIC PERFORMANCE BASED ON THE SCHOOL'S POLICIES. THE SCHOOL MONITORS THE INDIVIDUALS TO INSURE THEY MEET THOSE STANDARDS. X X X X 1 1 X X X 0 0 0 0 0 0 0 0 0 PETER WE BECKER HEAD OF SCHOOL 296247 0 0 0 2612 0 28000 0 71595 0 398454 0 0 0 SEAN BROWN CHIEF DEVELOPMENT OFFICER 169028 0 0 0 0 0 15347 0 87431 0 271806 0 0 0 ALEXANDRA INCE DIRECTOR OF ENROLLMENT 100301 0 0 0 0 0 10990 0 108612 0 219903 0 0 0 CHRISTOPHER W COWELL CHIEF FINANCIAL OFFICER 174464 0 0 0 0 0 12804 0 17204 0 204472 0 0 0 SETH LOW ASSOCIATE HEAD OF SCHOOL 101919 0 0 0 0 0 11144 0 41354 0 154417 0 0 0 PART I, LINE 1A PERSONAL RESIDENCE IS PROVIDED AS A MANDATORY CONDITION OF EMPLOYMENT TO THE HEAD OF SCHOOL, FOR THE CONVENIENCE OF THE SCHOOL, AS EMPLOYER, SUBJECT TO THE UNDERSTANDING THAT IT WILL BE USED FOR SCHOOL FUNCTIONS. THE HEAD OF SCHOOL'S SPOUSE ACCOMPANIES THE HEAD ON ANY RELEVANT TRAVEL FOR SCHOOL EVENTS OR MEETINGS. A LOCAL CLUB PROVIDES MEMBERSHIP FOR THE HEAD OF THE SCHOOL, SOLELY FOR THE PURPOSES OF SCHOOL RELATED BUSINESS. THE SCHOOL BEARS THE COST OF CLEANING ASSISTANCE IN CONNECTION WITH THE USE OF THE HOUSE FOR SCHOOL ENTERTAINMENT, MEETINGS AND OTHER FUNCTIONS. THE SCHOOL TREATS ALL OF THESE ITEMS AS NONTAXABLE. A THE GUNNERY INC 060806186 NONEAVAIL 2012-09-28 8855000 REFUND PRIOR ISSUE 0 0 0 A 2015000 8855000 152938 8702062 2001 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 1 1 0 0 0 0 A 0 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: THE GUNNERY, INC. DATE THE REBATE COMPUTATION WAS PERFORMED: 06/30/2019 X 23 340276 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN B REPRESENTS THE NUMBER OF DONORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY TAX ADVISORS OF AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS REVIEWED WITH THE CHAIR OF THE AUDIT AND RISK COMMITTEE. THEN A DRAFT FORM 990, WITH SCHEDULE B, SCHEDULE OF CONTRIBUTORS, REDACTED, IS PROVIDED TO THE FULL BOARD FOR COMMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANUALLY KEY EMPLOYEES, OFFICERS AND TRUSTEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF THE SCHOOL'S COMPENSATION WAS DETERMINED BY A BOARD COMPENSATION COMMITTEE. THIS COMMITTEE UTILIZED INPUT FROM AN INDEPENDENT CONSULTANT AND DATA REFLECTING COMPENSATION FOR HEADS OF SCHOOL AT COMPARABLE SCHOOLS. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES OF THE SCHOOL ARE SET BY THE HEAD OF THE SCHOOL, UTILIZING DATA REFLECTING COMPENSATION FOR SIMILAR POSITIONS AT COMPARABLE SCHOOLS, OFTEN IN CONSULTATION WITH THE CHAIRMAN OF THE BOARD OF TRUSTEES AND WITH OUTSIDE CONSULTANTS. THE BOARD GOES THROUGH A CONTRACT PROCESS PERIODICALLY, AND THE HEAD OF SCHOOL IS CURRENTLY UNDER A FIVE YEAR CONTRACT BEGINNING JULY 1, 2017 AND ENDING JUNE 30, 2022. THE COMMUNICATION IS MADE TO THE BOARD BY THE BOARD CHAIR ANUALLY VIA EMAIL. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.